Your Experience With Us

 

At Gateaway, we provide you professional advice and wealth management services to help you and your family achieve your financial dreams and goals. 

Once your goals have been established, we will customize appropriate strategies to support your objectives. We utilize the latest in technology and specialized services to help execute a sound financial program: 

Financial Planning Services


Investment Management

  • Fee Based Asset management (primarily on Schwab Platform)
  • Risk Tolerance based investement strategies
  • Active and Passive management styles 
  • Tax Efficient Strategies including Tax Gain/Loss harvesting
  • Access to Institutional Products and Research
  • Alternative Real Estate and Equity investments
  • Tax Deferred Annuities

Insurance and Risk Management

  • Full risk assessment (Life, Health, Property)
  • Life Insurance options
  • Long Term Care Insurance
  • Disability Insurance
  •  

Tax Planning, Estate Planning

  • Employee Stock Option sale analysis
  • Restricted Stock Planning
  • Tax Projections using latest tax laws (BNA Tax Planner)
  • ​Estate Plannning and Charitable giving analysis

Business Planning Solutions

  • We specialize in Retirement Plans (implementation and administration)
  • We utilize FI 360 to evaluate best funds for client plans
  • Business Profitability modeling (eMoney, MS Excel)
  • ​Business Succession Planning or Sale of Business analysis

Client On Boarding and Broker Forms

  • Use of eSignature for new accounts and transfers to minimize paperwork (thru DocuSign)

 

Financial Planning Process        

1) Initial Consultation - It's our job to listen and get to know you and your concerns

2) Goal Setting and Mutual Commitment-  First, let's agree on overall goals, your investment risk tolerance, and communication styles

3) Analyze -  We work with you to take a detailed inventory of assets, income + spend, and utilize planning tools for projected results

4) Recommendations -  We present comprehensive and detailed recommendations and explain scenarios and key assumptions.   

5) Implementation - Once and action plan is agreed, we work with you to put recommendations into actions.  

6) Monitoring & Follow up -  We update you on progress, and follow up to make sure all agreed on steps are put in place

7) Check Ins- We encourage you to call any time you have questions as financial plans ... as well as life events ... are always changing.    We'll pro-actively check in from time to time to ensure your financial service needs are being met.